How Long Will My Money Last With Systematic Withdrawals?

You have worked hard to accumulate your savings. Use this calculator to determine how long those funds will last given regular withdrawals.
     
  Client Name
  Advisor Name only
  Savings & Assumptions

Input
  Current savings balance
  Proposed monthly withdrawal amounts
  Annual withdrawal increases (if any): (%)
Annual before-tax return on savings: (%)
Federal marginal tax bracket: (%)
Desired amortization schedule Monthly   Yearly
     
 
FOR DEMO PURPOSES ONLY. NOT TO BE USED WITH CLIENTS OR PROSPECTS. FOR COMPLETE ACCESS TO THESE CALCS AND OTHER PLANNING MODULES, SUBSCRIBE TO PLANNER PORTAL AT WWW.PLANNERPORTAL.COM